Founded in 1992, Chartwell financial Services now manages over £150m on behalf of individuals, corporate clients and trustees.

With an average of 22 years experience in financial services our expert consultants are perfectly placed to guide you through the portfolio construction process

We distribute our newsletter twice a year, to keep you abreast of financial markets, legislative changes and any other relevant news or developments that we think may be of interest.

The newsletter is available on our website, where you can view it or download a copy to keep. If you know of anyone else who may like a copy of our newsletter, then just complete their details under the ‘subscribe tab’ on our website. Likewise, if there are any items you would like us to cover in future issues, or if you have any comments to make regarding the content of the Newsletter, we would be delighted to hear from you.

Topics covered include;

• Getting to grips with inflation
• The tax year-end approaches
• The pension revolution continues
• Investing for growth
• Company car tax changes
• Autumn statement surprises
• Time to revisit commercial property?
• Partnership and shareholder protection
• Driving up your savings
• Daring to say the B word

Please click here to download our newsletter

If you are a member of the armed forces or a professional working within the MoD then you will be aware of how difficult it can be to obtain adequate Life Assurance to protect your family.

Most insurers cap cover at £250,000 and apply premium loadings of up to 1000% making cover both inadequate and in many cases unaffordable.

Through access to preferential underwriting Chartwell Financial Services may provide the answer.

Please click here to read more

When was the last time you heard from your investment adviser?

Has your adviser gone quiet since the “credit crunch” in 2008? If so, it may be in your interest to take a closer look at where your money is invested

What is your adviser’s role and what is their responsibility when managing your portfolio?

Has more than 12 months passed since your adviser last reviewed your investments?

Please click here to read our latest bulletin

Welcome to the autumn edition of our newsletter, financialSynergy. Even if the current economic conditions continue into 2012, as expected, there are still steps you can take to protect your own financial well being. Remember, even a basic level of planning can make a big difference.

Topics covered include;
• Pension planning for 2012/13
• Meeting the cost of care in old age
• Securing your income
• Financial year-ends
• Foreign FTSE & Investing in Europe
• The cost of education
• Have you heard of NEST?

Please click here to read more or download our newsletter: